WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$57.1M
3
+$43.8M
4
MSFT icon
Microsoft
MSFT
+$42.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$37.2M

Top Sells

1
+$31.1M
2
+$28.9M
3
+$14.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$335K 0.01%
4,681
+4
702
$334K 0.01%
4,449
+748
703
$334K 0.01%
+12,540
704
$333K 0.01%
10,027
+3,671
705
$331K 0.01%
1,054
+326
706
$331K 0.01%
710
707
$330K 0.01%
2,264
+13
708
$329K 0.01%
7,022
-969
709
$328K 0.01%
+18,849
710
$327K 0.01%
15,745
+45
711
$326K 0.01%
+42,439
712
$325K 0.01%
+13,000
713
$324K 0.01%
+9,021
714
$321K 0.01%
2,871
-586
715
$321K 0.01%
4,170
+335
716
$320K 0.01%
+12,703
717
$319K 0.01%
+5,421
718
$315K 0.01%
+1,206
719
$315K 0.01%
3,798
+1,049
720
$315K 0.01%
6,548
-200
721
$314K 0.01%
+4,475
722
$314K 0.01%
+9,558
723
$312K 0.01%
+2,787
724
$311K 0.01%
8,861
+2,094
725
$310K 0.01%
+10,236
27 28
29
30 31